Tag

Ai Boom

All articles tagged with #ai boom

economy1 day ago•6 min saved

Q4 GDP Slows as Federal Spending Drops and AI Investment Reshapes the Picture

Fourth-quarter GDP grew slower than expected as a 16.6% drop in federal spending—part of it tied to a government shutdown and allegedly caused by Elon Musk’s DOGE-related cuts—dragged overall growth, while consumption was led by healthcare spending; housing and durable goods weakened, and non-residential investment was mixed with AI-related equipment up but other areas soft. Inflation remained stubborn at about 2.9% PCE, complicating Fed policy, and uncertainty remains over tariff policy after a court ruling and the future of the AI-driven investment boom.

via Counterpunch|

#ai-boom #economy #elon-musk

market-news2 days ago•14 min saved

AMD Stock Dips on Zen 6 Delay Rumors Amid AI-Fueled Supply Crunch

AMD shares fell about 2.4% after rumors that Zen 6 CPUs (codenamed Olympic Ridge) may be delayed to 2027 due to AI-driven component shortages, though AMD still expects a 2026 release; Intel reportedly faces similar delays. Analysts rate AMD as Moderate Buy with a price target around $283.69, implying roughly 45% upside.

via TipRanks|

#ai-boom #amd #market-news

technology20 days ago•6 min saved

Nvidia Halts New Gaming GPU Launch Over Memory Chip Crunch

Nvidia will not release a new gaming graphics card this year due to a worsening global memory-chip shortage driven by the AI boom, marking a rare pause in its multi-decade habit of annual GPU launches.

via The Information|

#ai-boom #gaming #memory-chips

markets21 days ago•4 min saved

AI Boom Lifts SMCI on Strong Q2, Margin Pressure Persists

Super Micro Computer reported fiscal Q2 adjusted earnings of $0.69 a share on revenue of $12.7 billion, up 123% year over year and ahead of expectations, as AI demand boosts server sales. The stock rose about 16% after the report, even though gross margin declined to 6.3% from 11.8% a year earlier. Guidance was solid, with expected Q3 revenue of ~$12.3 billion and earnings of $0.60 per share, signaling continued demand but ongoing margin pressure.

via Barron's|

#ai-boom #earnings-beat #markets

world1 month ago•4 min saved

IMF flags trade tensions and AI slowdown as threats to steady global growth

Global growth is forecast at about 3.3% this year and remains resilient, but the IMF warns that trade tensions and a potential AI-driven market correction could slow activity, stressing the importance of independent central banks; inflation is expected to ease and UK growth is modestly upgraded.

via BBC|

#ai-boom #central-bank-independence #global-growth

business1 month ago•1 min saved

AI Boom Drives Up Memory Chip Prices and Consumer Electronics Costs

The article reports that the surge in AI development is causing a drain on memory chips, leading to expected price increases for smartphones and PCs.

via Financial Times|

#ai-boom #business #memory-chips

business1 month ago•4 min saved

Top AI and Tech Stocks to Watch and Hold for the Long Term in 2026

Investing $5,000 in long-term AI-focused tech stocks like Micron Technology, Nvidia, and Alphabet could be a wise move, as these companies are well-positioned to benefit from the ongoing AI infrastructure expansion and have demonstrated strong growth and market presence.

via The Motley Fool|

#ai-boom #alphabet #business

business1 month ago•3 min saved

Nvidia Poised for Growth Amid AI Boom and Market Opportunities

Nvidia is poised for significant growth in 2026 due to high demand for its data center GPUs, expansion of production capacity, return to the Chinese market, and the launch of its next-generation architecture, all of which could lead to its biggest year yet.

via The Motley Fool|

#ai-boom #business #china-market

business1 month ago•2 min saved

Will the AI Boom Burst Like Past Bubbles?

The article examines whether the current AI-driven stock market rally resembles a bubble, highlighting historical patterns of over-investment during technological advancements and noting the significant capital expenditures by major tech companies. While some experts see no imminent bubble, concerns remain about overvaluation and the potential impact of a market correction, especially given the heavy weighting of AI-related stocks in the S&P 500.

via Yahoo Finance|

#ai-boom #business #investment

finance1 month ago•4 min saved

Global Markets Outperform U.S. Stocks in 2025

In 2025, US stocks performed well, but international markets outshined them, driven by AI growth in Asia, European economic reforms, and a weaker dollar, prompting investors to diversify globally amid ongoing US resilience.

via CNN|

#ai-boom #finance #global-equities

world1 month ago•2 min saved

US Stocks Rise in 2025, International Markets Outperform

In 2025, international markets outperformed US stocks, driven by AI-related growth in Asia, increased European defense spending, and a weaker US dollar, with notable gains in South Korea, Japan, Taiwan, and China.

via Yahoo Finance|

#ai-boom #asia-tech #global-stocks

business1 month ago•0 min saved

Insights from Soros Theory on the AI Boom

The article explores how a Soros-inspired theory can provide insights into the rapid growth and investment opportunities in the AI industry, emphasizing the importance of understanding market dynamics and speculative behaviors.

via Financial Times|

#ai-boom #business #financial-times

business1 month ago•1 min saved

Eaton's Stock Outlook: Potential Catalysts for a 2026 Rally

Eaton's stock did not benefit from the AI boom in 2023, but there are potential factors that could trigger a rally in 2026, according to market analysis.

via CNBC|

#2026 #ai-boom #business

world1 month ago•16 min saved

Shifting Global Power and the Future of International Order

The year 2025 was marked by a surge in technological advancements, especially AI, alongside a retreat of the US from its traditional role in upholding international laws and norms, leading to geopolitical instability, increased great-power assertiveness, and a potential reshaping of global alliances and trade systems.

via Engelsberg Ideas|

#ai-boom #america-first #geopolitical-turmoil

business2 months ago•4 min saved

Aircraft Engines and Fuel Cells Accelerate AI Data Center Power

Data centres are increasingly turning to aircraft engines and fossil fuel generators to power AI operations due to delays in grid connection and supply chain issues, leading to a surge in demand for aeroderivative turbines and diesel generators, despite concerns over emissions and higher costs.

via Financial Times|

#ai-boom #aircraft-engines #business